Sage Financial Management Group, Inc. Vanguard Bd Index Fd Inc Inter Transaction History
Sage Financial Management Group, Inc.
- $276 Million
- Q1 2025
A detailed history of Sage Financial Management Group, Inc. transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Sage Financial Management Group, Inc. holds 674,179 shares of BIV stock, worth $51 Million. This represents 18.74% of its overall portfolio holdings.
Number of Shares
674,179
Previous 639,562
5.41%
Holding current value
$51 Million
Previous $47.8 Million
8.01%
% of portfolio
18.74%
Previous 17.7%
Shares
12 transactions
Others Institutions Holding BIV
# of Institutions
991Shares Held
184MCall Options Held
4.4KPut Options Held
0-
Envestnet Asset Management Inc16.9MShares$1.28 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA12.3MShares$928 Million0.21% of portfolio
-
Northwestern Mutual Wealth Management CO8.3MShares$629 Million0.53% of portfolio
-
Goldman Sachs Group Inc New York, NY7.73MShares$585 Million0.09% of portfolio
-
Gamma Investing LLC Foster City, CA7.61MShares$576 Million0.53% of portfolio